Professional

Tony began with Northwestern Mutual as a college intern while attending Northern Illinois University in 1998, and has been helping his clients achieve financial security over the last 20 years. In both 2009 and 2013, Tony was recognized as the Number One Financial Representative in his local office, out of 100 representatives.

Continued Growth

Tony is committed to delivering on his commitments to help his clients achieve financial security. He holds these designations from the American College.

Chartered Advisor for Senior Living (CASL®)
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’s only approved ‘senior’ designation.

Chartered Financial Consultant (ChFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

Chartered Life Underwriter (CLU®)
The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Retirement Income Certified Professional (RICP®)
A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.

Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.

Tony is also registered by FINRA with his series 6 and series 63.

Professional Associations

Tony is a member of the Leadership for Advanced Life Underwriting (AALU). Since 1957, AALU has been an influential voice for life insurance and annuities distribution in Washington, D.C. with a heritage of leadership and success.

With a singular focus on the issues impacting life insurance products, professionals, and clients, AALU provides our team with the essential tools and services to help serve our clients and protect the life insurance profession. AALU also influences outcomes through legislation and regulation.

Business & Estate Planning Specialization

As a Business & Estate Planning Specialist, Tony assists business owners and executive leaders with valuation analysis, succession planning, continuation planning, executive and employee benefits retention plans and risk management. Working with a Business Specialist provides a number of advantages. Tony's team brings 30 years of experience and a wealth of benefit choices tailored to meet your business’ ever-changing needs. Tony offers solutions that remain flexible enough to allow you to maintain maximum control of your assets so you can enjoy them during your lifetime while you prepare for the efficient transfer of those assets later on. 

Awards and Recognition

Tony achieved Forum, a recognition achieved by only the top 5 percent of Northwestern Mutual advisors nationally.

Tony Myers, CASL®, ChFC®, CLU®, RICP®, WMCP®

Wealth Management Advisor

 

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